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Gold (and Silver) in your SMSF
A Guardian-led Roadmap for Families
When you complete a binding death benefit nomination in your SMSF, you can only nominate certain people under superannuation law. You can nominate your spouse.
Over the past months, I’ve been increasingly vocal about the fact that what we are seeing in global markets is not just normal volatility. The
An Enduring Power of Attorney (EPOA) is one of the most important legal documents you can put in place, yet it is often overlooked or
No one loves talking about death, but here’s an important question that most people get wrong: What actually happens to your super when you die?
The government may have stepped back from its planned super tax on balances above $3 million — but it’s not an end to “cash grabs
We’re proud to announce the SECOND EDITION release of a powerful new resource for Australian families: When Death Comes – The Ultimate Guide to Navigating
We’ve just launched a new video series where Cass explains how to protect and pass on your hard-earned wealth. These introductory videos step you through
A recent Federal Court case, Lynn v Australian Financial Complaints Authority [2025] FCA 175, has sent a clear message to SMSF members and advisers: if
A Testamentary Trust is a special type of trust that’s created through your Will. It only comes into existence after you pass away. Unlike a
When you pass away, the balance of your Self-Managed Super Fund (SMSF) — including any life insurance held within the fund — does not automatically